CHEMED CORP — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Chemed reported Q2 2026 consolidated revenue of $673.3M (+8.8% YoY), with diluted EPS of $5.13 (+43.7%) and adjusted diluted EPS of $6.06 (+41.9%). VITAS segment drove growth: net patient revenue $443.3M (+11.9%), ADC 23,687 (+6.1%), admissions 19,125 (+9.0%), and adjusted EBITDA (excl. Medicare Cap) $80.6M (+20.6%). Medicare Cap accrual declined sharply to $500K (Q2 2025: $16.4M). Roto-Rooter revenue grew 3.3% to $229.9M but adjusted EBITDA remained flat at $48.5M. Full-year 2026 adjusted EPS guidance raised from $24.00–$24.75 to $25.00–$25.75 (midpoint +17.8% vs. 2025's $21.55). Share repurchases: 210K shares at $427.81/share in Q2; 1.52M shares (~10.5% reduction) trailing 12 months at avg. $423.63/share.
Why this rating
VITAS profitability surge (+60% net income) and materially improved Medicare Cap outlook are substantial, but company is large ($7B); guidance raise is meaningful but incremental relative to trajectory.
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